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IFS Group’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

IFS Group’s Portfolio FGD Stock Details FGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$254K Buy
+7,951
New +$255K 0.23% 119
2025
Q3 		$231K Buy
+8,001
New +$229K 0.2% 127

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

IFS Group's FGD Position: Q1 2026 in Review

IFS Group opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2026: 7,951 shares worth $254K. The stake represents 0.23% of the portfolio and ranks #119 among its holdings. This is a return to the name: IFS Group previously reported a position in FGD as recently as Q3 2025.

IFS Group first reported a position in FGD in Q3 2025 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

  • IFS Group held 7,951 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $254K as of Q1 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund was a new IFS Group position in Q1 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.23% of IFS Group's portfolio in Q1 2026, its #119 holding.
  • IFS Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2025 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on IFS Group's 13F filing for Q1 2026, filed 18 May 2026.